UTBMS codes, which stand for Uniform Task-Based Management System codes, have been developed to streamline and enhance the efficiency of electronic billing across various legal activities and practice areas. These codes play a crucial role in unifying billing processes and facilitating more efficient invoicing and data analysis in the legal industry.
Steps to Enable UTBMS Codes
Click on your
Avatar Icon
and selectSettings
.Navigate to the
Bill Settings
section and click onUTBMS Codes
.Check the
Checkboxes
for all desired codes, and then click theSave UTBMS Settings
button to complete the setup.
Note: Enabling UTBMS codes in Lawcus is an essential step towards utilizing the UTBMS feature to its fullest potential. However, there are a few additional settings you need to update in order to optimize your UTBMS experience. The additional settings are:
Update LEDES Law Firm ID
Update Timekeeper Job Title & Initials
Update Contacts
Update Client Reference Number
Steps to Update the LEDES Law Firm ID
Click on your
Avatar Icon
, then selectFirm Settings
.Navigate to the
Company Info
section and update theLEDES Law Firm ID, Tax ID, or GST Number
.Click
Save
to proceed and save the changes.
Steps to Update LEDES Timekeeper Job Title & Initials
Click on your
Avatar Icon
and selectManage Your Organization
.Go to the
Job Titles
section and click on+Add Job Title
or edit existing by clicking theEdit Icon
.Select
Select from LEDES 1998B Classifications List
.Choose the
Desired Job Title
from the dropdown menu. The Initials field will automatically be updated. Note that the desired titles can be searched for quick navigation.Choose the relevant user from the
Users
dropdown list.Click
Update
orCreate
to proceed.
Steps to Update LEDES Contact ID
Access the
Contacts
section from the left sidebar menu.To add new contacts, click on
New Company
orNew Person
. To edit existing contacts, select the contact you want to modify and click on theEdit Icon
or hover on the contact and select theEdit Icon button
.Fill in the desired value for the
LEDES Client ID
field.Click
Update
orSave
to proceed and save the changes.
Steps to Update LEDES Client Matter ID in Matters
Go to the
Matters
section from the left sidebar menu.For new matters, click on the
New Matter
button on the right. For existing matters, select the specific matter and either click onEdit Matter
underQuick Actions
or click on theEdit Icon
. You can also hover on the matter list to view theEdit Icon
and click on it for efficiency.Update the
LEDES Client Matter ID
within theClient Reference Number
field.Click
Create
orUpdate
to proceed and save the changes.
Steps to Download an Invoice in LEDES 1998B Format
The LEDES 1998B format has emerged as the predominant choice due to its ability to streamline invoicing processes and effectively control legal spending.
Note: However, downloading an invoice in the LEDES 1998B format will only be available if you have enabled UTBMS codes in your time and expense entries. Also, all the fields within the invoice will be filled only after you have completed the necessary settings, as outlined above.
To proceed with downloading an invoice in the LEDES 1998B format, please follow these steps:
Open the desired invoice from the
Billing
section.Click on
More Actions
and selectDownload LEDES1998
from the dropdown options.Access the downloaded file to view the LEDES-formatted invoice.
This will help you effectively utilize the UTBMS codes in your billing processes, promoting standardization, efficiency, and consistency in invoicing. Furthermore, incorporating UTBMS codes into LEDES-formatted invoices enhances data analysis capabilities, facilitating more accurate and insightful assessments of billing-related information and implementing resource utilization.